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Current Employers
Msh Capital Advisors Llc

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-11
  • TX RA
    APPROVED
    Since 2023-04-11

Branch Locations

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

502 S Koenigheim St, San Angelo, TX 76903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freeman Buick Gmc Grapevine TX 05/2013 12/2019
Momentum Independent Network Inc. San Angelo TX 03/2020 05/2022
Unemployed Dallas TX 01/2020 02/2020
Thieman Investment & Retirement Services, Llc San Angelo TX 08/2020 04/2023
M. S. Howells & Co Scottsdale AZ 05/2022 Present
Msh Capital Advisors D/B/A Thieman Investments San Angelo TX 04/2023 Present
Previous Registrations
Other Businesses

1. MSH Capital Advisors DBA Thieman Investments, Investment related: Yes, 23350 N. Pima Rd Scottsdale AZ 85255; Nature: Investment Advisor Representative, Position/Title: Financial Advisor, Start date: 4.10.23, 80 hrs per month, 80hrs during trading hours, Description: Fee-based financial advisory 2.JUNE 2022; LEADERSHIP SAN ANGELO ALUMNI ASSOCIATION; NON-INVESTMENT RELATED; BOARD MEMBER; ATTEND MONTHLY MEETINGS, PARTICIPATE IN COMMITTEESPERTAINING TO ORGANIZATION; DEVOTE 1 HR/MONTH DURING NON-MARKET HOURS. 3.JULY 2022; CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD, SAN ANGELO, TX; NONINVESTMENT RELATED; BOARD MEMBER; DEVOTE 1/2 HR/MONTH DURING NON MARKET HOURS 4. AUG 2022; MEALS FOR THE ELDERLY BOARD, SAN ANGELO, TX; NON-INVESTMENT RELATED; SERVE ON THE OVERSIGHT BOARD FOR THE ORGANIZATION; BOARD MEMBER; DEVOTE .5 HRS/MONTH DURING MARKET HOURS. 5. March 2023; United Way of Concho Valley; 955 Turner St, San Angelo, TX 76903; non-investment related; Board Member; Program oversite; Board Member; 1 hr per month, 0 during securities trading hours 6. Scouting America- Texas Southwest Council; Investment-related- No; San Angelo, TX; Nature- Board Member at the Council Level for Scouting America; Position/Title- Executive Board member- VP of Programming; Start date- 5.13.25; Approximately 2 hours per month, 0 during trading hours; Description- Run committee for Scouting events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-21
  • S66 Uniform Combined State Law Examination
    2020-08-21

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